Schroeder Manatee Ranch, Inc. 401k Plan — Form 5500 plan (Schroeder Manatee Ranch, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Schroeder Manatee Ranch, Inc. 401k Plan is a benefit plan reported by Schroeder Manatee Ranch, Inc. under EIN 39-6033215 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $14,805,432 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schroeder Manatee Ranch, Inc.
EIN
39-6033215
Plan number
001
Plan type
2
Location
Bradenton, FL
Latest filing year
2023
Participants
319
End-of-year plan assets
$14,805,432

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20240729124703NAL0018772513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,805,432
Total liabilities (EOY)
$0
Net assets (EOY)
$14,805,432
Net assets (BOY)
$12,558,413

Income & contributions

Employer contributions
$328,831
Participant contributions
$989,442
Total contributions
$1,624,501
Total income / additions
$3,609,408

Expenses & distributions

Benefits paid
$1,356,814
Administrative expenses
$5,575
Total expenses
$1,362,389
Net increase / (decrease)
$2,247,019

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Florida Retirement ConsultantsNONE$3,962$02023
Empower Annuity Ins CoNONE$2,278$02023

Related Form 5500 pages